Step 2: Click on the "Server" icon to download the installer

In the upper right you will see a headline that says "Carbonite Server" and a purple button that says "Download" click on that to download the installer.

Step 3: Download your cloud certificate and installer

Be sure to download both your cloud certificate and your installer.

Step 4: Run the installer and import the cloud certificate

Select your language and import your cloud certificate. If you forgot to download it or forgot where you put it you'll be given the option to import it again.

Step 5: Create a new backup set

At the upper left you will see a plus sign and the words "Add new Backup Set" click on that to begin setting up your new backup.

Step 6: Select your backup set type

It can be individual files, system state, or a database. Carbonite Server will automatically detect any databases that are running on your server and they will be able to selected for backup. If you want to back up multiple database types you can set up multiple backup sets; one for each database you want to back up.

Step 7: If you are backing up a file server select which files you'd like to back up

You can select to exclude certain folders or drives. Just click on the drives and folders you want included. Once they've been selected they will back up automatically every time your backup runs.

Step 8: Select local, cloud, or hybrid backup.

CSB allows you to back up locally to a device you select, to the cloud or to both to give you a hybrid backup solution. Select which option you'd like and select a destination for your local backup. The local backup can go to any NAS, SAN, network drive or other device that the server can "see."

Step 9: Select your schedule

Select your backup schedule. You can select one of our recommended templates or you can create your own custom schedule. Just click on "Schedule templates" to see the recommended options or set up your own,

Step 10: Set your retention preferences

You can set your retention differently for both your local and cloud backups. You can set them either by date and time or number of versions.

Step 11: Set up your email notifications

Open up the "Email notifications" menu and select the email addresses you want notified in the event of a completed backup, failed backup, or any issues with a backup.

Step 12: Save and name your backup set

Click on the "Save" button at the bottom and name your backup set. After that you will be given the option to run a full backup right away or wait till the schedule kicks in.

Remember, if you ever have any trouble with your server set up you can always feel free to call 877-222-5488 for a free valet install. Our support team will be able to remote onto the server with you and install and configure it with you.